Evolution Wealth Advisors, LLC
- SEC CIK
- 0001763121
- 最新申報
- 2026/7/29
2026 年第 1 季到 2026 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 22 檔
- 估計 +$806.6 萬
- 加碼
- 58 檔
- 估計 +$3,310 萬
- 減碼
- 58 檔
- 估計 −$2.89 億
- 清倉
- 17 檔
- 估計 −$666.2 萬
總值從 $9.81 億變成 $8.55 億（−$1.26 億 (−12.8%)），持股從 176 檔變成 181 檔（+5）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 282,543271,320 | +11,223+4.1% | $2.11 億$1.76 億 | +$838.1 萬 | 24.7%18.0% | +6.69 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 加碼– | 517,308513,535 | +3,773+0.7% | $9,856 萬$6,825 萬 | +$71.9 萬 | 11.5%7.0% | +4.57 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 加碼– | 676,267666,678 | +9,589+1.4% | $3,625 萬$3,291 萬 | +$51.4 萬 | 4.2%3.4% | +0.88 |
| Global X FDS37954Y673 | 加碼– | 609,894606,022 | +3,872+0.6% | $3,593 萬$3,079 萬 | +$22.8 萬 | 4.2%3.1% | +1.06 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 46,25545,157 | +1,098+2.4% | $3,406 萬$2,606 萬 | +$80.9 萬 | 4.0%2.7% | +1.33 |
| GLDSPDR Gold Trust | 加碼歷史 | 71,87870,286 | +1,592+2.3% | $2,648 萬$3,024 萬 | +$58.6 萬 | 3.1%3.1% | +0.01 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | 加碼– | 214,679213,226 | +1,453+0.7% | $2,300 萬$2,364 萬 | +$15.6 萬 | 2.7%2.4% | +0.28 |
| AMZNAmazon Com Inc | 減碼歷史 | 94,87799,199 | −4,322−4.4% | $2,261 萬$2,066 萬 | −$103.0 萬 | 2.6%2.1% | +0.54 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 32,87329,476 | +3,397+11.5% | $2,258 萬$1,761 萬 | +$233.3 萬 | 2.6%1.8% | +0.84 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | 減碼– | 85,624115,176 | −29,552−25.7% | $1,359 萬$1,689 萬 | −$468.9 萬 | 1.6%1.7% | −0.13 |
| iShares Inc464286608 | 減碼– | 193,261298,258 | −104,997−35.2% | $1,343 萬$1,868 萬 | −$729.7 萬 | 1.6%1.9% | −0.33 |
| Global X FDS37960A529 | 加碼– | 220,193208,314 | +11,879+5.7% | $1,315 萬$1,476 萬 | +$70.9 萬 | 1.5%1.5% | +0.03 |
| iShares Semiconductor ETF464287523 | 加碼– | 19,14011,309 | +7,831+69.2% | $1,226 萬$371.7 萬 | +$501.8 萬 | 1.4%0.4% | +1.06 |
| Invesco Exch Traded FD Tr II46138G870 | 加碼– | 470,496469,296 | +1,200+0.3% | $1,144 萬$1,125 萬 | +$2.92 萬 | 1.3%1.1% | +0.19 |
| J P Morgan Exchange Traded F46654Q559 | 減碼– | 223,817228,423 | −4,606−2.0% | $1,128 萬$1,135 萬 | −$23.2 萬 | 1.3%1.2% | +0.16 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 35,91536,847 | −932−2.5% | $1,089 萬$965.1 萬 | −$28.3 萬 | 1.3%1.0% | +0.29 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 115,75387,873 | +27,880+31.7% | $958.9 萬$612.9 萬 | +$231.0 萬 | 1.1%0.6% | +0.50 |
| AAPLApple Inc. | 減碼歷史 | 32,952940,410 | −907,458−96.5% | $953.5 萬$2.39 億 | −$2.63 億 | 1.1%24.3% | −23.22 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 18,55216,392 | +2,160+13.2% | $928.3 萬$785.5 萬 | +$108.1 萬 | 1.1%0.8% | +0.28 |
| iShares Russell 2000 ETF464287655 | 加碼– | 28,01724,045 | +3,972+16.5% | $841.8 萬$596.3 萬 | +$119.3 萬 | 1.0%0.6% | +0.38 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | 加碼– | 70,95070,559 | +391+0.6% | $832.1 萬$768.9 萬 | +$4.59 萬 | 1.0%0.8% | +0.19 |
| GOOGAlphabet Inc. | 減碼歷史 | 22,48222,731 | −249−1.1% | $794.4 萬$652.1 萬 | −$8.80 萬 | 0.9%0.7% | +0.26 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | 加碼– | 166,523165,653 | +870+0.5% | $755.0 萬$760.2 萬 | +$3.94 萬 | 0.9%0.8% | +0.11 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 56,55256,016 | +536+1.0% | $659.8 萬$819.4 萬 | +$6.25 萬 | 0.8%0.8% | −0.06 |
| IBITiShares Bitcoin Trust ETF | 加碼歷史 | 185,593165,570 | +20,023+12.1% | $617.8 萬$636.1 萬 | +$66.7 萬 | 0.7%0.6% | +0.07 |
| VanEck ETF Trust92189F601 | 加碼– | 53,03951,073 | +1,966+3.8% | $615.1 萬$680.2 萬 | +$22.8 萬 | 0.7%0.7% | +0.03 |
| Vanguard Information Technology ETF92204A702 | 不變依 8 比 1 拆股換算– | 51,26751,264 | 00.0% | $612.7 萬$447.1 萬 | $0 | 0.7%0.5% | +0.26 |
| MSFTMicrosoft Corp | 減碼歷史 | 16,01221,392 | −5,380−25.1% | $597.3 萬$791.9 萬 | −$200.7 萬 | 0.7%0.8% | −0.11 |
| GOOGLAlphabet Inc. | 加碼歷史 | 15,77315,505 | +268+1.7% | $563.7 萬$445.9 萬 | +$9.58 萬 | 0.7%0.5% | +0.20 |
| Invesco Exchange Traded FD T46137V357 | 加碼– | 25,37922,106 | +3,273+14.8% | $540.0 萬$424.3 萬 | +$69.6 萬 | 0.6%0.4% | +0.20 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 減碼– | 97,20098,116 | −916−0.9% | $516.2 萬$601.1 萬 | −$4.86 萬 | 0.6%0.6% | −0.01 |
| IRENIREN Ltd | 加碼歷史 | 102,01472,845 | +29,169+40.0% | $466.5 萬$249.7 萬 | +$133.4 萬 | 0.5%0.3% | +0.29 |
| iShares Tr464288760 | 加碼– | 18,87718,738 | +139+0.7% | $457.6 萬$409.9 萬 | +$3.37 萬 | 0.5%0.4% | +0.12 |
| J P Morgan Exchange Traded F46641Q159 | 減碼– | 96,602100,391 | −3,789−3.8% | $444.9 萬$462.5 萬 | −$17.4 萬 | 0.5%0.5% | +0.05 |
| NVDANVIDIA Corp | 減碼歷史 | 22,22524,286 | −2,061−8.5% | $444.7 萬$423.5 萬 | −$41.2 萬 | 0.5%0.4% | +0.09 |
| TSLATesla, Inc. | 減碼歷史 | 9,57311,869 | −2,296−19.3% | $402.6 萬$441.2 萬 | −$96.6 萬 | 0.5%0.4% | +0.02 |
| METAMeta Platforms, Inc. | 減碼歷史 | 7,1317,167 | −36−0.5% | $401.7 萬$410.1 萬 | −$2.03 萬 | 0.5%0.4% | +0.05 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | 減碼– | 46,17346,980 | −807−1.7% | $383.6 萬$385.1 萬 | −$6.70 萬 | 0.4%0.4% | +0.06 |
| State Street SPDR S&P Bank ETF78464A797 | 不變– | 53,02253,022 | 00.0% | $361.7 萬$315.7 萬 | $0 | 0.4%0.3% | +0.10 |
| INTCIntel Corp | 減碼歷史 | 24,78925,970 | −1,181−4.5% | $346.1 萬$114.6 萬 | −$16.5 萬 | 0.4%0.1% | +0.29 |
| Putnam ETF Trust746729508 | 減碼– | 123,700125,070 | −1,370−1.1% | $336.6 萬$344.9 萬 | −$3.73 萬 | 0.4%0.4% | +0.04 |
| VanEck Semiconductor ETF92189F676 | 減碼– | 4,5484,744 | −196−4.1% | $298.3 萬$181.9 萬 | −$12.9 萬 | 0.3%0.2% | +0.16 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | 加碼– | 92,20191,466 | +735+0.8% | $280.0 萬$309.2 萬 | +$2.23 萬 | 0.3%0.3% | +0.01 |
| Invesco Exchange Traded FD T46137V100 | 不變– | 13,54513,545 | 00.0% | $239.3 萬$224.4 萬 | $0 | 0.3%0.2% | +0.05 |
| MSTRStrategy Inc | 不變歷史 | 25,12725,127 | 00.0% | $218.4 萬$313.6 萬 | $0 | 0.3%0.3% | −0.06 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 減碼– | 19,64621,128 | −1,482−7.0% | $214.3 萬$230.3 萬 | −$16.2 萬 | 0.3%0.2% | +0.02 |
| Invesco Actvely MNGD Etc FD46090F100 | 減碼– | 134,876134,918 | −420.0% | $214.2 萬$233.7 萬 | −$666.96 | 0.3%0.2% | +0.01 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 27,14023,009 | +4,131+18.0% | $211.4 萬$180.4 萬 | +$32.2 萬 | 0.2%0.2% | +0.06 |
| State Street SPDR S&P Biotech ETF78464A870 | 加碼– | 13,21213,189 | +23+0.2% | $209.1 萬$168.5 萬 | +$3,639.73 | 0.2%0.2% | +0.07 |
| Pacer US Cash Cows 100 ETF69374H881 | 減碼– | 32,83333,978 | −1,145−3.4% | $204.2 萬$212.6 萬 | −$7.12 萬 | 0.2%0.2% | +0.02 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 3,3782,983 | +395+13.2% | $196.2 萬$60.7 萬 | +$22.9 萬 | 0.2%0.1% | +0.17 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 5,8066,365 | −559−8.8% | $190.0 萬$187.2 萬 | −$18.3 萬 | 0.2%0.2% | +0.03 |
| Vanguard Energy ETF92204A306 | 不變– | 12,48512,485 | 00.0% | $187.4 萬$216.0 萬 | $0 | 0.2%0.2% | 0.00 |
| J P Morgan Exchange Traded F46654Q724 | 加碼– | 27,29327,287 | +60.0% | $184.4 萬$174.4 萬 | +$405.48 | 0.2%0.2% | +0.04 |
| AVGOBroadcom Inc. | 加碼歷史 | 4,7733,796 | +977+25.7% | $180.3 萬$117.5 萬 | +$36.9 萬 | 0.2%0.1% | +0.09 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | 加碼– | 6,1705,340 | +830+15.5% | $175.1 萬$135.6 萬 | +$23.6 萬 | 0.2%0.1% | +0.07 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 7,9807,697 | +283+3.7% | $173.9 萬$151.0 萬 | +$6.17 萬 | 0.2%0.2% | +0.05 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 減碼– | 27,67029,660 | −1,990−6.7% | $170.1 萬$164.7 萬 | −$12.2 萬 | 0.2%0.2% | +0.03 |
| iShares MSCI India ETF46429B598 | 減碼– | 33,202126,670 | −93,468−73.8% | $164.0 萬$593.3 萬 | −$461.6 萬 | 0.2%0.6% | −0.41 |
| Vanguard Mun BD FDS922907746 | 加碼– | 31,73130,273 | +1,458+4.8% | $160.5 萬$151.0 萬 | +$7.37 萬 | 0.2%0.2% | +0.03 |
| Vanguard Total Bond Market ETF921937835 | 減碼– | 21,78024,498 | −2,718−11.1% | $159.9 萬$180.4 萬 | −$20.0 萬 | 0.2%0.2% | 0.00 |
| Vanguard Financials ETF92204A405 | 加碼– | 11,89011,889 | +10.0% | $156.5 萬$143.6 萬 | +$131.6 | 0.2%0.1% | +0.04 |
| ProShares Tr74347R107 | 減碼– | 23,06423,134 | −70−0.3% | $155.4 萬$120.0 萬 | −$4,716.6 | 0.2%0.1% | +0.06 |
| Vanguard Scottsdale FDS92206C664 | 減碼– | 12,74412,804 | −60−0.5% | $154.7 萬$128.3 萬 | −$7,285.2 | 0.2%0.1% | +0.05 |
| iShares Tr464288281 | 減碼– | 15,80816,788 | −980−5.8% | $152.5 萬$157.7 萬 | −$9.45 萬 | 0.2%0.2% | +0.02 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 22 | 00.0% | $149.8 萬$143.6 萬 | $0 | 0.2%0.1% | +0.03 |
| MUMicron Technology Inc | 減碼歷史 | 1,2741,716 | −442−25.8% | $147.1 萬$58.0 萬 | −$51.0 萬 | 0.2%0.1% | +0.11 |
| iShares Tr464287234 | 不變– | 20,69720,697 | 00.0% | $141.6 萬$117.5 萬 | $0 | 0.2%0.1% | +0.05 |
| Graniteshares ETF Tr38747R108 | 不變– | 56,25556,255 | 00.0% | $135.5 萬$147.8 萬 | $0 | 0.2%0.2% | +0.01 |
| iShares Tr46435U713 | 加碼– | 20,6909,765 | +10,925+111.9% | $130.4 萬$55.9 萬 | +$68.9 萬 | 0.2%0.1% | +0.10 |
| iShares S&P 500 Growth ETF464287309 | 加碼– | 9,4619,256 | +205+2.2% | $130.1 萬$104.7 萬 | +$2.82 萬 | 0.2%0.1% | +0.05 |
| Pacer US Small Cap Cash Cows ETF69374H857 | 不變– | 24,81724,817 | 00.0% | $125.6 萬$111.4 萬 | $0 | 0.1%0.1% | +0.03 |
| iShares Russell 1000 Growth ETF464287614 | 加碼依 4 比 1 拆股換算– | 10,0573,136 | +6,921+220.7% | $124.9 萬$33.4 萬 | +$85.9 萬 | 0.1%<0.1% | +0.11 |
| Vanguard Morningstar Growth ETF922908736 | 減碼依 6 比 1 拆股換算– | 14,31615,348 | −1,032−6.7% | $123.3 萬$111.7 萬 | −$8.89 萬 | 0.1%0.1% | +0.03 |
| GSGoldman Sachs Group Inc | 不變歷史 | 1,1431,143 | 00.0% | $115.6 萬$96.7 萬 | $0 | 0.1%0.1% | +0.04 |
| Schwab US Dividend Equity ETF808524797 | 減碼– | 36,39351,788 | −15,395−29.7% | $115.4 萬$158.9 萬 | −$48.8 萬 | 0.1%0.2% | −0.03 |
| iShares Tr46435G334 | 不變– | 25,00025,000 | 00.0% | $115.3 萬$113.9 萬 | $0 | 0.1%0.1% | +0.02 |
| iShares Tr464287572 | 不變– | 8,2548,254 | 00.0% | $112.7 萬$99.8 萬 | $0 | 0.1%0.1% | +0.03 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 7,5027,694 | −192−2.5% | $111.3 萬$95.6 萬 | −$2.85 萬 | 0.1%0.1% | +0.03 |
| HWMHowmet Aerospace Inc. | 不變歷史 | 4,0004,000 | 00.0% | $107.5 萬$92.2 萬 | $0 | 0.1%0.1% | +0.03 |
| BACBank of America Corp | 加碼歷史 | 18,8592,087 | +16,772+803.6% | $107.5 萬$96.9 萬 | +$95.6 萬 | 0.1%0.1% | +0.03 |
| UNHUnitedHealth Group Inc | 新進歷史 | 2,5840 | +2,584 | $107.4 萬$0 | +$107.4 萬 | 0.1%0.0% | +0.13 |
| ARK Innovation ETF00214Q104 | 減碼– | 13,21213,472 | −260−1.9% | $106.8 萬$91.1 萬 | −$2.10 萬 | 0.1%0.1% | +0.03 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 不變– | 2,7712,771 | 00.0% | $102.5 萬$88.9 萬 | $0 | 0.1%0.1% | +0.03 |
| iShares Tr464287556 | 加碼– | 5,3775,067 | +310+6.1% | $102.3 萬$85.6 萬 | +$5.90 萬 | 0.1%0.1% | +0.03 |
| iShares Tr464287440 | 加碼– | 10,3824,032 | +6,350+157.5% | $98.2 萬$38.5 萬 | +$60.1 萬 | 0.1%<0.1% | +0.08 |
| iShares MSCI Eafe ETF464287465 | 加碼– | 9,2667,986 | +1,280+16.0% | $96.3 萬$77.6 萬 | +$13.3 萬 | 0.1%0.1% | +0.03 |
| Tidal Trust I886364231 | 不變– | 34,05034,050 | 00.0% | $94.1 萬$81.3 萬 | $0 | 0.1%0.1% | +0.03 |
| AMATApplied Materials Inc | 加碼歷史 | 1,2411,095 | +146+13.3% | $89.7 萬$37.4 萬 | +$10.6 萬 | 0.1%<0.1% | +0.07 |
| Franklin Templeton ETF Tr35473P769 | 新進– | 25,0420 | +25,042 | $89.1 萬$0 | +$89.1 萬 | 0.1%0.0% | +0.10 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 新進歷史 | 1,8520 | +1,852 | $88.4 萬$0 | +$88.4 萬 | 0.1%0.0% | +0.10 |
| iShares Tr464288257 | 加碼– | 5,4645,457 | +7+0.1% | $85.8 萬$75.5 萬 | +$1,098.79 | 0.1%0.1% | +0.02 |
| IAUiShares Gold Trust | 加碼歷史 | 11,18710,497 | +690+6.6% | $84.5 萬$92.5 萬 | +$5.21 萬 | 0.1%0.1% | 0.00 |
| iShares Tr46434V381 | 不變– | 9,5359,535 | 00.0% | $78.8 萬$65.0 萬 | $0 | 0.1%0.1% | +0.03 |
| ASMLASML Holding NV | 減碼歷史 | 377382 | −5−1.3% | $75.0 萬$50.5 萬 | −$9,947.2 | 0.1%0.1% | +0.04 |
| iShares Inc464286681 | 不變– | 6,4266,426 | 00.0% | $73.4 萬$65.4 萬 | $0 | 0.1%0.1% | +0.02 |
| Vanguard Intl Equity Index F922042866 | 不變– | 5,8975,897 | 00.0% | $68.2 萬$57.6 萬 | $0 | 0.1%0.1% | +0.02 |
| WMTWalmart Inc. | 加碼歷史 | 5,8935,593 | +300+5.4% | $66.7 萬$69.5 萬 | +$3.40 萬 | 0.1%0.1% | +0.01 |
| iShares S&P 100 ETF464287101 | 不變– | 1,8241,824 | 00.0% | $66.7 萬$58.0 萬 | $0 | 0.1%0.1% | +0.02 |
| Innovator ETFs Trust45782C540 | 不變– | 14,30514,305 | 00.0% | $65.6 萬$60.8 萬 | $0 | 0.1%0.1% | +0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。